Latest intelligence

AMZN: Amazon Teams See New Round of Layoffs · A new round of layoffs has appeared across multiple Amazon teams.

NVDA: Nvidia Stock Seen Undervalued Versus Growth Guidance · Nvidia stock looks undervalued relative to its growth guidance.

AVGO: Broadcom, Oracle and SpaceX Tap Private Credit for AI Hardware: Report · A report says Broadcom, Oracle and SpaceX are tapping private credit for AI hardware.

Broadcom, Oracle, SpaceX Seek AI Chip Purchase Financing · Broadcom (AVGO), Oracle (ORCL) and SpaceX (SPCX) are negotiating with lenders to arrange financing for AI chip purchases.

IBM Selected for DARPA Quantum Benchmarking Stage C

IBM (NYSE: IBM) announced it was selected for Stage C, the third phase of DARPA's Quantum Benchmarking Initiative (QBI), where independent experts will extensively test and measure quantum hardware, technology, systems engineering, and architectures to determine whether a company can build a fault-tolerant quantum computer.

AMZN: Amazon Web Services launches physical AI toolchain · Amazon Web Services (AWS) has launched a physical artificial intelligence toolchain.

AAPL: Apple, The King’s Trust Launch Initiative for Young Creatives · Apple and The King’s Trust are launching an immersive new education program, building on their longstanding partnership, to help young people move into the world of work.

SpaceX Seeks $40 billion to Buy Nvidia AI Chips, Starlink Wins FCC Approval · SpaceX is seeking $40 billion to buy Nvidia AI chips for its AI buildout; Elon Musk announced Grok Bot changes; the FCC approved Starlink satellite launches.

MSFT: Microsoft Announces Quarterly Earnings Release Date · Microsoft Corp. announced the date for its quarterly earnings release.

Lattice Collaborates with Arm on Secure, Adaptable AI Data Center Infrastructure · Lattice and Arm are collaborating to advance secure, adaptable AI data center infrastructure.

Duke Energy Protects Customers from Data Center Costs · A company announcement states that Duke Energy protects customers from data center costs.

Anthropic Launches Third Claude 5.5 Model · Anthropic launched its third Claude 5.5 model, expanding its AI lineup before a planned IPO.

AI boom, Gen Z vibecession and Tesla $40 billion chip bet

Yahoo Finance’s Market Hang panel debates whether the AI boom still has room to run, the vibecession weighing on many Gen Zers, David Ellison’s first moves at the newly acquired Skydance (SKYD) media empire, and Tesla’s (TSLA) reported $40 billion purchase of Nvidia (NVDA) chips. Panelists include Dan DeFrancesco, Julie Hyman, Joe Brusuelas, Chris Versace and Victoria Guida.

Minutes of the Federal Open Market Committee, September 15-16, 2026 · The document is the minutes of the Federal Open Market Committee for September 15-16, 2026.

Microsoft (MSFT.O) New Premium Laptop Starting Price · Microsoft (MSFT.O) new premium laptop has a starting price of 2,599 USD.

Microsoft (MSFT.O): New Nvidia (NVDA.O) Nemotron model to run on a single laptop and PC · Microsoft said the new Nvidia (NVDA.O) Nemotron model will be able to run on a single laptop and PC.

Microsoft launches AI coding model for personal laptops · Microsoft (MSFT.O) launched an artificial intelligence coding model that can run on personal laptops.

San Francisco Passes Data Center Moratorium · San Francisco passed a data center moratorium in the city described as the hometown of AI.

Banks Lead FTSE 100 Decline · Banks led the FTSE 100 decline while bond yields and oil rose.

Zuckerberg's Biohub Partners With DOE and NIH to Invest $1.8 billion in Biological Data for AI Models · Zuckerberg's Biohub is reported to be partnering with DOE and NIH to invest $1.8 billion in biological data for AI models.

European telecoms turn to data centre craze · European telecom companies are turning to the data centre craze.

Google and Unity Launch Prompt-Based Video Game Platform · Google and Unity launched a platform that creates video games from prompts.

CSCO: Cisco Unveils New Agentic Collaboration Experiences · Cisco unveiled new agentic collaboration experiences.

US major stock indexes open lower · US major stock indexes opened lower together.

RWE Says Data Center Boom Raises Grid Payment Issue · RWE said the data center boom is raising the issue of who pays for the grid.